Investment Funds Performance
Diversified and Thematic
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
High Growth Fund |
4.18% |
5.76% |
21.16% |
16.29% |
16.45% |
|
Growth Fund |
3.49% |
5.08% |
17.93% |
14.20% |
14.21% |
8.43% |
Balanced Fund |
2.76% |
3.74% |
13.76% |
11.35% |
11.23% |
6.17% |
Conservative Fund |
1.25% |
1.59% |
6.33% |
6.69% |
6.39% |
2.49% |
Homes and Income Fund |
0.21% |
1.66% |
3.67% |
4.28% |
Single Sector
Fund Name |
1 Month |
6 Months |
1 Year |
2 Years |
3 Years |
5 Years |
|---|---|---|---|---|---|---|
NZ Share Fund |
2.92% |
-1.71% |
6.16% |
5.22% |
3.81% |
1.90% |
NZ Bond Fund |
1.29% |
1.03% |
4.83% |
5.79% |
4.77% |
1.05% |
NZ Cash Fund * |
0.27% |
1.42% |
3.20% |
4.34% |
3.78% |
|
Hedged Global Share Fund |
5.98% |
9.40% |
26.35% |
19.16% |
20.94% |
|
Unhedged Global Share Fund |
4.23% |
6.44% |
28.02% |
22.57% |
22.19% |
|
Hedged Global Bond Fund |
0.49% |
-0.61% |
1.92% |
3.43% |
2.89% |
These returns are to 31-05-2026 and are before tax and after fund management fees. Yearly returns are per annum. Past performance is not necessarily an indicator of future performance and return periods may differ.
* This return includes the performance of the Defensive Investment Fund before the 1st of July 2024.